HighTower Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

HighTower Advisors’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,544	Closed	-$199K	–	3781
2023 Q3	$199K	Hold	21,544	–	–	﹤0.01%	2919
2023 Q2	$228K	Sell	21,544 -263	-1%	-$2.79K	﹤0.01%	2764
2023 Q1	$236K	Buy	+21,807	New	+$230K	﹤0.01%	2632
2022 Q1	–	Sell	-14,487	Closed	-$219K	–	3588
2021 Q4	$219K	Buy	+14,487	New	+$215K	﹤0.01%	2695
2020 Q4	–	Sell	-15,338	Closed	-$207K	–	2756
2020 Q3	$207K	Hold	15,338	–	–	﹤0.01%	2074
2020 Q2	$202K	Sell	15,338 -8,047	-34%	-$101K	﹤0.01%	1994
2020 Q1	$291K	Sell	23,385 -4,217	-15%	-$58.4K	﹤0.01%	1588
2019 Q4	$392K	Buy	+27,602	New	+$392K	﹤0.01%	1553
2018 Q4	–	Sell	-17,974	Closed	-$226K	–	2314
2018 Q3	$226K	Sell	17,974 -2,828	-14%	-$36.4K	﹤0.01%	1885
2018 Q2	$264K	Buy	20,802 +1,393	+7%	+$17.4K	﹤0.01%	1761
2018 Q1	$241K	Sell	19,409 -89	-0.5%	-$1.17K	﹤0.01%	1786
2017 Q4	$266K	Sell	19,498 -1,400	-7%	-$19.1K	﹤0.01%	1762
2017 Q3	$285K	Buy	+20,898	New	+$284K	﹤0.01%	1711

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors's NMZ Position: Q4 2023 in Review

HighTower Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2023, closing a stake of 21,544 shares — an estimated $199K sold.

HighTower Advisors first reported a position in NMZ in Q3 2017 and held it in 13 quarters. The position peaked at $392K in Q4 2019. 132 funds tracked by Wall St. Rank hold NMZ as of Q4 2023.

HighTower Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 21,544 Nuveen Municipal High Income Opportunity Fund shares in Q4 2023, an estimated $199K.
HighTower Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2017 and held it in 13 quarters.
HighTower Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $392K in Q4 2019.
132 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.